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What is WealthEngine?

The WealthEngine Platform distinguishes itself within the market by offering unmatched wealth intelligence and advanced prospect research tools. By leveraging this platform, you gain critical insights that facilitate the identification, understanding, and efficient connection with high-net-worth prospects. With WealthEngine 9, you will achieve an exceptional comprehension of your prospects, donors, and clients through its cutting-edge features, which harness machine learning to sift through an impressive half a trillion data points. This meticulous analysis generates 250 million pre-scored profiles, updated over 5 million times weekly, that provide extensive insights into an individual's potential engagement, financial status, and propensity to support your organization, all available through an API. By employing insights from the innovative donor pyramid and wealth modeler, you can pinpoint your most promising prospects and growth opportunities while effectively categorizing your contacts. Furthermore, you can refine your outreach strategy by tailoring communications based on diverse criteria such as net worth, giving potential, historical donation behaviors, investible assets, and spending habits, all seamlessly integrated within your CRM system. This holistic methodology not only optimizes your engagement initiatives but also significantly boosts the likelihood of fruitful interactions, ensuring that your organization can maximize its impact and reach.

What is AlmaConnect News?

AlmaConnect News functions as an all-encompassing tool for tracking prospects, tailored for teams involved in advancement and nonprofit fundraising efforts. It diligently oversees the continuous process of prospect research by aligning an institution's alumni and donor database with over 400,000 news and public data sources, ensuring that each connection is verified before notifying gift officers about significant life events, such as media coverage, SEC filings, employment changes, or the passing of individuals. In contrast to many services that cater exclusively to a limited number of VIPs, this platform provides comprehensive monitoring of the entire constituent database, ensuring that alerts regarding individuals, such as "John Smith," are specifically relevant to the intended person. Each mention is categorized into one of eleven actionable segments for advancement teams, encompassing wealth events, job changes, SEC filings and stockholdings, obituaries, awards, philanthropic activities, and more. Organizations in various fields, such as universities, independent schools, nonprofits, and healthcare foundations, utilize AlmaConnect News to refine their fundraising techniques and stay connected with their constituents. With its provision of timely and precise information, the platform enables these organizations to engage proactively with their communities and foster significant relationships. This enhanced capability not only supports immediate fundraising efforts but also lays the groundwork for long-term partnerships.

Media

Media

No images available

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

AlmaConnect

Date Founded

2012

Company Location

India

Company Website

news.almaconnect.com

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

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